-- Last revised 1/14/13 --
Donative Transfer Restrictions
Pursuant to AB 2034 (Spitzer), enacted as Chapter 215 of the Statutes of 2006, the Commission conducted a study of the operation and effectiveness of the provisions of the Probate Code restricting donative transfers to certain classes of individuals. The Commission has issued a recommendation for improvement of that law. It was enacted by the Legislature. See 2010 Cal. Stat. ch. 620.
If you have questions or comments on this study, send an e-mail to Brian Hebert at bhebert@clrc.ca.gov.
Related Material
- Legislation
- Final Recommendation
- Tentative Recommendation
- Staff Memoranda
- Subscribe to Receive Notice of New Materials
Legislation
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2009: Senate Bill 105 (Harman) [Donative Transfer Restrictions]
Enacted. 2010 Cal. Stat. ch. 620
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Final Recommendation
- Recommendation -- Donative Transfer Restrictions (October 2008)
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Tentative Recommendations and Other Requests for Comment
- Tentative Rec. -- Donative Transfer Restrictions (June 2008) -- Comments Due: 8/8/2008
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Meeting Minutes
- December 15-16, 2010 Meeting in Burbank
- October 29, 2008 Meeting in Burbank
- September 3, 2008 Meeting in Burbank
- June 5, 2008 Meeting in Sacramento
- April 10, 2008 Meeting in Sacramento
- February 14, 2008 Meeting in Sacramento
- June 28, 2007 Meeting in Sacramento
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Staff Memoranda
- Memo 2010-54 -- Donative Transfer Restrictions: Possible Follow-Up Legislation (11/29/2010)
- Memo 2010-31, Supp. 1 -- 2010 Legislative Program: Status of SB 105 (Harman) (08/11/2010)
- Memo 2010-31 -- 2010 Legislative Program: Status of SB 105 (Harman) (07/12/2010)
- Memo 2010-22 -- 2010 Legislative Program: Status of SB 105 (Harman) (06/09/2010)
- Memo 2010-14 -- 2010 Legislative Program: Status of SB 105 (Harman) (04/08/2010)
- Memo 2009-16, Supp. 1 -- 2009 Legislative Program: Donative Transfer Restrictions (04/21/2009)
- Memo 2008-47, Supp. 1 -- Donative Transfer Restrictions (10/23/2008)
- Memo 2008-47 -- Donative Transfer Restrictions (Staff Draft Recommendation) (09/30/2008)
- Memo 2008-36 -- Donative Transfer Restrictions (Comments on Tentative Recommendation) (8/20/2008)
- Memo 2008-21, Supp. 2 -- Donative Transfer Restrictions (Public Comment) (06/05/2008)
- Memo 2008-21, Supp. 1 -- Donative Transfer Restrictions (Public Comment) (05/30/2008)
- Memo 2008-21 -- Donative Transfer Restrictions (Staff Draft Tentative Recommendation) (05/14/2008)
- Memo 2008-15, Supp. 1 -- Donative Transfer Restrictions: Exceptions to Disqualification (4/3/2008)
- Memo 2008-13, Supp. 1 -- Donative Transfer Restrictions: Care Custodian as Disqualified Person (4/3/2008)
- Memo 2008-18 -- Donative Transfer Restrictions: Independent Attorney Certification and Rebuttal of Presumption (03/27/2008)
- Memo 2008-15 -- Donative Transfer Restrictions: Exceptions to Disqualification (03/19/2008)
- Memo 2008-14 -- Donative Transfer Restrictions: Interested Witness as Disqualified Person (03/12/2008)
- Memo 2008-13 -- Donative Transfer Restrictions: Care Custodian as Disqualified Person (03/10/2008)
- Memo 2008-10, Supp. 1 -- Donative Transfer Restrictions: Disqualified Person (02/14/2008)
- Memo 2008-10 -- Donative Transfer Restrictions: Disqualified Person (2/8/2008)
- Memo 2007-30, Supp. 1 -- Donative Transfer Restrictions: Witness as Beneficiary (8/24/2007)
- Memo 2007-30 -- Donative Transfer Restrictions: General Principles (8/14/2007)
- Memo 2007-18 -- Donative Transfer Restrictions: Scope and Methodology of Study (5/17/2007)
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